Filed November 22, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,294 | $78,672+3.3% | $109,143-25.5% | $85,850-5.3% |
| Participation rate | 90.4% | 68.3%+22.1pp | 75.9%+14.5pp | 69.3%+21.1pp |
| Annual return | 13.55% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $617 | $2,735-77.4% | $3,722-83.4% | $2,565-75.9% |
| Participant deferral / active EE | $4,665 | $3,467+34.5% | $4,653+0.3% | $3,952+18.1% |
| Admin fee / account holder | $3,013 | $5,469-44.9% | $6,752-55.4% | $6,260-51.9% |